Carson Wealth (CWM LLC)’s Vestis VSTS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $393K | Sell |
68,534
-9,276
| -12% | -$53.2K | ﹤0.01% | 1705 |
|
|
2025
Q1 | $770K | Sell |
77,810
-6,655
| -8% | -$65.9K | ﹤0.01% | 1286 |
|
|
2024
Q4 | $1.29M | Buy |
84,465
+37,631
| +80% | +$573K | 0.01% | 951 |
|
|
2024
Q3 | $698K | Buy |
46,834
+33,594
| +254% | +$501K | ﹤0.01% | 1187 |
|
|
2024
Q2 | $162K | Buy |
13,240
+8,423
| +175% | +$103K | ﹤0.01% | 1698 |
|
|
2024
Q1 | $93K | Buy |
4,817
+4,583
| +1,959% | +$88.5K | ﹤0.01% | 1921 |
|
|
2023
Q4 | $5K | Buy |
+234
| New | +$5K | ﹤0.01% | 3553 |
|